Wealth Management Specialist

4 weeks ago


Independence, Missouri, United States MAI Wealth Management, Inc. Full time
Job Summary

We are seeking a highly skilled Wealth Advisor to join our team at MAI Wealth Management, Inc. The ideal candidate will have a strong background in providing sound financial advice to individuals and businesses.

Main Responsibilities:

  • Develop personalized financial solutions for clients to achieve their goals and objectives.
  • Provide expert guidance on insurance, retirement planning, estate planning, business planning, education funding, and investment advisory services.
  • Analyze investment opportunities and client needs to provide objective, unbiased financial advice.
  • Build and maintain strong client relationships through regular communication and meeting preparation.
  • Stay up-to-date with industry developments and best practices through continuous learning and professional development.

Requirements:

  • Bachelor's degree in Accounting or Finance preferred.
  • 3-5 years of experience in wealth management or a related field.
  • Certified Financial Planner (CFP) certification preferred.

Benefits:

  • Discretionary bonus
  • Medical, dental, and vision insurance
  • 401(k) plan
  • Health Savings Account
  • Paid maternity and parental leave
  • Tuition reimbursement

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